Transfering Transactions

Open a transaction, change the Customer, Save/Close, Accept changes. Repeat.

retyping

You cannot change the Customer - ONLY if the original transaction was "Receive Payment", AND the payment was subsequently deposited. In this case a message is displayed explaining that you must first delete the deposit, then edit the payment and re-deposit. Do you see that message? In all other circumstances you can change the Customer, so far as I can remember.

The above is based on Canadian versions. Other versions may be different. There may also be constraints in multi-currency use if the Customers' currencies are different.

changes.

Then that's your answer - delete the deposit (or at least a specific payment from the deposit), edit the payment, re-record the deposit - as should be indicated in the error message. You may also have to re-reconcile your bank account (or you can "re-clear" the affected deposits, if necessary, as part of your next reconciliation).

There are a lot of them. Would exporting to excel and then importing from excel to the new customer work??

Define "a lot" Also, please explain... exactly what you meant by "lump all transactions into one customer account"

You indicated that the lumped transactions were deposits. It that is the case, did you mean to say that you went to the "receive payments" window and entered all the payments you recieved under a single customer? If so then the only effective way to fix it would be to edit the payments you recieved to reflect the customers the payments should have been applied to. Yes, I said "only". If you could export to excel you would STILL have to edit the customer name to import. The advice you were given about deleting the deposit and re-reconciling your bank account applies only to the problem of entering the wrong customer name on deposits.

If, on the other hand, you are saying that you have, over some long period of time, been entering "transactions" to a single account, when you wanted them seperated, then your problem goes deeper than editing the last deposit. If you change the name on the records for the money received, you must be sure you have changed the name on the records for the sales.

Without specific details as to what you did, and what you want to do, any advice given is based on speculation.